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 Form 709 2018

709 2018-2025 Form

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Video instructions and help with filling out and completing Form 709

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Instructions and help about completed samples of 2016 form 709

[Music] hi i'm andy panko owner of tenon financial welcome to retirement planning demystified let's talk about gifts specifically the tax implication of giving and receiving gifts well part of that is easy gifts are never taxable to the recipient however as the donor or gift giver there's a lot more to it i'll explain first be sure to like this video and subscribe to this channel so you can be notified when i release additional videos before we start remember this video is only general explanations and education it's not specific tax legal or investment advice before considering acting on anything you see in this video first consult with your tax legal or investment advisor there's one huge distinction i need to make up front between gifts and charitable donations when you give something of value such as money or clothes or a car to a certain type of qualified organization that's a donation and may be eligible for a tax deduction

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2018 Form 709

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